At the CES 2025 Consumer Electronics Show on January 7, Nvidia founder Jensen Huang stated that AI Agents are expected to become the next robotics industry, with a scale of trillions of dollars. Although the audience's reaction was tepid, the cryptocurrency industry showed strong interest in AI Agent tokens such as VIRTUAL, ai16z, swarms, etc., with impressive price trends. In contrast, established AI concept tokens like FET, WLD, ARKM saw significant price declines. This article provides a comparative analysis of new and old AI concept tokens, exploring market trends.
Status of new and old AI concept tokens: AI Agent tokens are in high demand, while AI concept tokens are encountering a cool reception.
AI Agent tokens like VIRTUAL, ai16z, and swarms are favored in the market due to their combination with AI concepts, low entry barriers, and high return expectations. In contrast, established AI concept tokens like FET, WLD, and ARKM appear lonely, with poor price performance. The market prefers to speculate on new rather than old, making AI Agent tokens more attractive.
Market inertia favors new over old.
The cryptocurrency market's pursuit of new hotspots and technologies is a common trait in the industry. AI Agent tokens are more attractive due to their low entry barriers and numerous buying opportunities.
More enticing narratives.
The narrative angle of AI Agent tokens is more attractive, with events being more interesting and topical. AI Agents endow cryptocurrencies with a stronger technological and futuristic attribute.
Differences in project trajectories.
AI Agent and token projects differ from established AI concept token projects in terms of team, technology, and development direction. AI Agent projects align more with a 'grassroots band' positioning, with strong technological extensibility and direct user education.
In summary, AI Agent token projects resemble Meme coins dressed in AI apparel, while established AI concept tokens are closer to the 'VC coin' concept, being distanced from the community with low discussion levels.
Overview of established AI concept tokens.
Despite the market's lackluster performance, established AI concept token projects continue to advance. FET plans to burn 5 million tokens, WLD is launching the World ID Passport Credential, and ARKM is updating platform features.
Market status overview: Established AI tokens have historically fallen by as much as 81%.
Established AI concept tokens like FET, WLD, and ARKM have seen significant price declines, while AI Agent tokens' market value has risen. Tokens like VIRTUAL, ai16z, and swarms have performed well.
Conclusion: Can old trees bear new flowers? It depends on the response of established projects.
Established AI concept token projects currently lag behind AI Agent token projects, and whether they can rejuvenate in the future depends on their follow-up and iteration on new technologies and pathways.

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